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Jeffery Alan Wimer

WIMER INVESTMENT MANAGEMENT LLC·SCOTCH PLAINS, New Jersey
SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 6610 years registeredWIMER INVESTMENT MANAGEMENT LLC
1260 COOPER RD, SCOTCH PLAINS, NJ 07076CRD# 2985293Firm CRD# 331342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffery Alan Wimer · SCOTCH PLAINS, NJ
Registration
CRD #2985293 · WIMER INVESTMENT MANAGEMENT LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

WIMER INVESTMENT MANAGEMENT
Jun 2024 – present
CITIGROUP GLOBAL MARKETS INC.
Aug 2016 – Mar 2024
Fort Lee, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 63
Series 65
Series 66
Registration record
First registered · August 5, 2016
Years registered · 10
03

Disclosure History

2024Customer Dispute·Settled
2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WIMER INVESTMENT MANAGEMENT LLC
CRD 331342 · SEC 801-130348
AUM
$55M
Regulatory assets under management
Employees
1
20 client accounts
Services offered by WIMER INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WIMER INVESTMENT MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Jeffery Alan Wimer offer?
Jeffery Alan Wimer specializes in Investment Management. Contact their office in SCOTCH PLAINS, New Jersey for a consultation.
What are Jeffery Alan Wimer's credentials?
Jeffery Alan Wimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Alan Wimer located?
Jeffery Alan Wimer is based in SCOTCH PLAINS, New Jersey, working with WIMER INVESTMENT MANAGEMENT LLC. Their office serves clients in the SCOTCH PLAINS metropolitan area and surrounding communities.
How does Jeffery Alan Wimer charge for services?
Jeffery Alan Wimer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIMER INVESTMENT MANAGEMENT LLC?
WIMER INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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